BWM
Braver Wealth Management Portfolio holdings
AUM
$616M
This Quarter Return
-0.44%
1 Year Return
+12.48%
3 Year Return
+20.44%
5 Year Return
–
10 Year Return
–
AUM
$332M
AUM Growth
+$332M
(-14%)
Cap. Flow
-$51.1M
Cap. Flow
% of AUM
-15.39%
Top 10 Holdings %
Top 10 Hldgs %
64.79%
Holding
93
New
5
Increased
30
Reduced
34
Closed
18
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$13.1M |
| 2 |
iShares Biotechnology ETF
IBB
|
$5.85M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$5.54M |
| 4 |
RTX Corp
RTX
|
$1.59M |
| 5 |
Qualcomm
QCOM
|
$1.49M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$13.3M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$13.1M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$7.49M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$6.84M |
| 5 |
iShares US Pharmaceuticals ETF
IHE
|
$6.49M |
Sector Composition
| 1 | Technology | 3.58% |
| 2 | Healthcare | 3.11% |
| 3 | Financials | 1.48% |
| 4 | Industrials | 1.42% |
| 5 | Energy | 0.85% |
